Podcasts about senior client advisor

For Carla Harris, fear has no place in the equation for success.Carla Harris grew up with the expectation of delivering excellence, and she has built a career that exemplifies just that. Carla is an award-winning author, internationally renowned speaker, celebrated gospel singer, and one of the most influential Black executives in the country as Morgan Stanley's Senior Client Advisor. In her book Lead to Win, she shares decades of insights to help professionals navigate today's challenges and become powerful, impactful, and influential leaders in their fields.In this episode of Branding Room Only, Carla shares her signature Pearls of wisdom on authenticity, boldness, and intentional leadership. She provides strategies, hard truths, and the inspiration you need to elevate your brand and career to the next level. She is a powerhouse in every sense and trust me, this will be an episode that you will continue to return to when you need motivation. 1:46 – Why Carla rarely uses the word ‘brand,' how she describes herself in three words, the quotes she turns to for different situations, and the hype song she created4:31 – Two key ways Carla's childhood shaped who she is today7:17 – The importance of truly understanding who you are and how that helps you maintain authenticity in new roles and environments11:24 – Why Carla doesn't believe imposter syndrome should exist14:17 – Self-reflective questions and strategies to help you get unstuck at work20:57 – How to balance boldness with the need to influence others effectively in your work environment22:37 – How to recognize when it's time to evolve and do something new25:03 – The aspect of Carla's authenticity she wants to stand out the most and how to maximize feedback—even from those you don't like or trust26:57 – How Carla ensures continuous growth and improvement, plus her advice to inspire and propel you forwardMentioned In Pearls of Power: How to Use Authenticity, Boldness, and Intentionality with Carla HarrisCarla Harris | YouTube Lead to Win and Expect to Win by Carla Harris“Born to Win” by Carla Harris | Turn It Up Version (Spotify)Personal Branding Strategy SessionsSubscribe to The Branding Room Only on YouTubeSign up for Paula's Upcoming WebinarsSponsor for this episodeThis episode is brought to you by PGE Consulting Group LLC.PGE Consulting Group LLC is dedicated to providing a practical hybrid of professional development training and diversity solutions. From speaking to consulting to programming and more, all services and resources are carefully tailored for each partner. Paula Edgar's distinct expertise helps engage attendees and create lasting change for her clients.To learn more about Paula and her services, go to www.paulaedgar.com or contact her at info@paulaedgar.com, and follow Paula Edgar and the PGE Consulting Group LLC on LinkedIn.

FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with Ballentine Partners, where he focuses on Estate Planning and Investment Strategies. Prior to his 20-year tenure at Ballentine, he worked as an analyst at Goldman Sachs. Sam graduated from Tufts University and is a school board member in Plymouth, NH. Abe is principal and founder of Breakwater Financial, where he partners with his clients on every aspect of their financial life. Abe also had a previous career at Goldman Sachs as well as at Smith Barney. Abe graduated from Siena College and up until our recent chapter election was Director of Partnerships for the FPA-NE. They discuss:  Successes of 2024  Agenda for 2025 and beyond  Pro-Bono and Financial Literacy  How you can get involved with our chapter, on the committee level More on Sam, Abe, and FPA-NE https://www.fpanewengland.org/  

Carla Harris, the renowned speaker and Senior Client Advisor at Morgan Stanley, reveals three invaluable “pearls” that can maximize your success at work.Source: Carla Harris | The 2016 MAKERS ConferenceHosted by Sean CroxtonFollow me on InstagramFollow The QOTD Show on Instagram

Sure, we all want our work to speak for itself… but who will make sure your impact is truly seen and valued? This week, Anne and Frances are joined by Master Fixer Carla Harris. Carla Harris is a Senior Client Advisor at Morgan Stanley, the bestselling author of books like Expect to Win and Lead to Win, and an expert on building relationships at work. This week, she brings her wisdom to Fixable to discuss why it's impossible to have a true meritocracy – and why strong relationships are the key to succeeding in your career. Transcripts for Fixable are available at go.ted.com/fixablescripts.

In this episode of Courageous Conversations, Fran is honored to host the remarkable Carla Harris, Senior Client Advisor at Morgan Stanley, and author of the empowering book, Lead to Win.  Carla's “Pearls” – nuggets of wisdom she's gained throughout her extensive and impressive career – will inspire you to lead with purpose, foster a culture of inclusivity, and ultimately, lead to win.  Don't miss this enlightening conversation with Carla Harris, a trailblazer in the world of finance, leadership, and empowerment.    Find out more about Carla on her website  Purchase Carla's books  Find Out More About Us:  WBDC on Instagram   WBDC on Facebook  WBDC on LinkedIn  WBDC on Twitter  Join WBDC Connect  To learn more about the Women's Business Development Council and the support we provide to help women thrive in business, visit us at www.ctwbdc.org    Purchase Tickets to the 2023 Women Rising Gala & Awards Celebration 

Great Girlfriends, get ready to GROW! This week we are sitting at the feet of 33 year Wall Street veteran Carla Harris, to grab all of the breadcrumbs she can offer about LIFE (because why not learn anything and everything from Carla?

Inspiring change through informed and inclusive innovation. On Access & Opportunity, host Carla Harris, Senior Client Advisor at Morgan Stanley, explores the lived experiences of the people who face systemic inequities and sits down with founders, investors, developers, activists, and educators who are building a more equitable future today.

GHWCC Global Businesswomen's Pod Episode 70:  Senior Client Advisor at Morgan Stanley, gospel recording artist, public speaker and bestselling Author, Carla Harris shares her eight pearls of Intentional Leadership – authenticity, building trust, creating other leaders, creating clarity, diversity, innovation, inclusivity, and voice – qualities that you need to hone and manifest to become a powerful, impactful leader no matter where you work. She also examines the key traits of being a transformational leader, focusing on the gaps she has seen in leadership that could impede or damage any leader's effectiveness.

GHWCC Global Businesswomen's Pod Episode 70:  Senior Client Advisor at Morgan Stanley, gospel recording artist, public speaker and bestselling Author, Carla Harris shares her eight pearls of Intentional Leadership – authenticity, building trust, creating other leaders, creating clarity, diversity, innovation, inclusivity, and voice – qualities that you need to hone and manifest to become a powerful, impactful leader no matter where you work. She also examines the key traits of being a transformational leader, focusing on the gaps she has seen in leadership that could impede or damage any leader's effectiveness.

Carla Harris is a renowned international public speaker, author and is also a Senior Client Advisor at Morgan Stanley. During her career, Carla has managed money for many high net worth people and helped companies grow into multimillion-dollar enterprises. In this conversation with Nely, she shares her knowledge on how to build wealth and make financial decisions that can bring you economic freedom and choices in life. Plus, Carla explains why negative motivation— a force that typically brings people down— is actually her secret weapon. Learn more about your ad choices. Visit megaphone.fm/adchoices

How can we adapt to new challenges and expectations as new employees join our workforce? What does it mean to find and cultivate talent? How does a good leader help their staff grow and thrive? Carla Harris is a Senior Client Advisor at Morgan Stanley and a member of Metlife's Board of Directors. She's written several books. The most recent was titled Lead to Win. In this episode, we spoke with her about:Why leadership matters in DEIHow to cultivate modern leadersWhy leaders have to adapt to create inclusive workplacesAt Metlife, we are committed to diversity, equity and inclusion and we believe making a difference in the lives of our customers, community, and the world around us is #AllTogetherPossible. Learn more and join us at MetLife.com.Subscribe to our podcast.Rate and leave us a review.Produced by Hueman Group Media.

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com Jorge Padilla (https://www.meirawealth.com/) is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. In this episode Brian and Jorge discuss: Pro Tips For Transitioning a Client to a New Advisor How to Build and Lead a Financial Advisor Team Remote Working in Financial Services Getting Your First Client as a Financial Advisor How To Convert Your Clients' Children Into Clients And so much more! To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://financialadvisorsworkshop.com/ Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

As we head into Black Friday weekend we're excited to introduce you to a new voice from the frontlines of Retail Auto, Morgan McManaman, Senior Client Advisor and Brand Ambassador for Bozard Lincoln in Jacksonville, FL.  Today we share a clip from our interview with her where she talks about being an advocate for working at Dealership to just about everyone she knows. You can catch the full interview on our In The Dirt w/ ASOTU Podcast here. Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email Share your positive dealer stories: https://www.asotu.com/positivity ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

– If you have never shown who you really are, there is a part of you who is afraid to show who you really are because you are afraid that it will not be accepted and embraced. This is one of many interesting takes from this week's guest in OBF-podden, Carla Harris. The Senior Client Advisor at Morgan Stanley spoke about tools for maximizing your success at this year's Oslo Business Forum. In this episode she talks about the energy from speaking in front of a live audience again, why people fear to be themselves at work and how to lead in a shifting environment. Together with host Tor Haugnes she further discusses the long term effects of the pandemic. Carla argues that companies now should try to define what it actually means to be together. In this episode you will also hear discussions regarding questions like: – How will the future hybrid office work? – Why are so many people constrained by fear? – What is the first thing Carla does when she is leading a new team? Hosted on Acast. See acast.com/privacy for more information.

Great Girlfriends, get ready to GROW! This week we are sitting at the feet of 33 year Wall Street veteran Carla Harris, to grab all of the breadcrumbs she can offer about LIFE (because why not learn anything and everything from Carla?

In this episode, meet University of Maryland professor Dr. Marisa G. Franco, award-winning children's author Marilyn Singer, and Vice Chairman and Senior Client Advisor at Morgan Stanley Carla A. Harris. Tune in to hear the vastly different reasons they were inspired to write their books, and the role that human connection plays within each of them. Enjoy! Platonic by Marisa G. Franco, PhD: https://www.penguinrandomhouseaudio.com/book/676695/platonic/ Awe-some Days by Marilyn Singer: https://www.penguinrandomhouseaudio.com/book/666355/awe-some-days/ Lead to Win by Carla A. Harris: https://www.penguinrandomhouseaudio.com/book/696803/lead-to-win/

In Episode #29 of Mindset Mastery, “Blessings In Disguise: Using Obstacles to Fuel Success,” host Marie Swift, CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher. In addition to her work as a personal finance reporter for the Wall Street Journal, Dagher is the author of “Resilience: How 20 Ambitious Women Used Obstacles to Fuel Their Success,” an ebook published by the WSJ and exemplified through the WSJ podcast she created and hosted called “Secrets of Wealthy Women,” where she interviewed some of the most successful women in business, media and entertainment. In this episode of Mindset Mastery, she shares some of her favorite stories and lessons learned from those interviews and conversations. In a nutshell: Whether you are a celebrity navigating fame and fortune, an upwardly mobile professional, or a hardworking middle-class American, every one of us has the opportunity to harness the stress of life and to use the obstacles encountered to fuel success. For example, Shark Tank celebrity investor and real estate mogul Barbara Corcoran used grit and determination to overcome the challenges that came with dyslexia and a highly competitive business climate. Carla Harris, a gospel recording artist and Senior Client Advisor at Morgan Stanley, worked extra hard to earn a “seat at the table” and, in addition to her business success, was eventually appointed by President Barack Obama to chair the National Women's Business Council. Dagher also shares her own coping mechanisms and says she tries to be as kind to herself as she is to others. To follow her work and read recent articles written by Dagher, visit www.wsj.com/news/author/veronica-dagher. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

Carla Harris is a Senior Client Advisor at Morgan Stanley, the most recent of many posts in her 35-year career at the firm that included serving as Vice Chairman of Wealth Management, heading the Emerging Manager platform, and running deals for decades as an investment banker and capital markets professional. She is the author of three books about navigating careers and leadership, Expect to Win, Strategize to Win, and the upcoming Lead to Win, each of which contains lessons she dubs “Carla's Pearls.” In the last few years, Carla added Board seats to her professional portfolio and currently serves on a host of Boards including SEO, Harvard University, Walmart, and MetLife. She's also an accomplished gospel singer who has sold out shows in Carnegie Hall and the Apollo Theatre. Our conversation offers Carla's pearls of wisdom in navigating a career from her earliest days on the Street. We cover her background, path to Wall Street, framing a personal narrative, learning what's important to an organization, being authentic, taking career risks, and evolving multicultural opportunities in asset management. We then turn to lessons from Carla's new book, from sitting in the Boardroom, and from a letter to her 25-year-old self. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

GHWCC Global Businesswomen's Pod Episode 15: Senior Client Advisor at Morgan Stanley, gospel recording artist, public speaker and bestselling Author, Carla Harris shares her eight pearls of Intentional Leadership – authenticity, building trust, creating other leaders, creating clarity, diversity, innovation, inclusivity, and voice – qualities that you need to hone and manifest to become a powerful, impactful leader no matter where you work. She also examines the key traits of being a transformational leader, focusing on the gaps she has seen in leadership that could impede or damage any leader's effectiveness.

GHWCC Global Businesswomen's Pod Episode 15: Senior Client Advisor at Morgan Stanley, gospel recording artist, public speaker and bestselling Author, Carla Harris shares her eight pearls of Intentional Leadership – authenticity, building trust, creating other leaders, creating clarity, diversity, innovation, inclusivity, and voice – qualities that you need to hone and manifest to become a powerful, impactful leader no matter where you work. She also examines the key traits of being a transformational leader, focusing on the gaps she has seen in leadership that could impede or damage any leader's effectiveness.

Vice-Chairman, Managing Director and Senior Client Advisor at Morgan Stanley, Carla Harris shares her insight on authenticity, the importance of taking risks, and the power of gratitude. To learn more about Carla Harris, visit https://premierespeakers.com/carla_harris Beyond Speaking is hosted by Brian Lord and produced by Eric Woodie

My name is Rosie Barrington and I am a Senior Client Advisor for Professional Beauty Direct and Hairdressers Journal Direct. Professional Beauty Direct and Hairdressers Journal Direct are trading styles of Inevexco Ltd. Inevexco Ltd is a small insurance broker who specialises in insurance for the hair and beauty industry. We have many years experience in this field and I have been working for Inevexco Ltd for 5 years having previously worked in the same insurance industry for other companies. I have been working in insurance for over 20 years and am Dip CII qualified. Our company strongly believes that having good quality training raises the standards and professionalism in the beauty sector. “

In this episode we invite you to learn from Carla Harris (Vice Chairman, Global Wealth Management and Senior Client Advisor at Morgan Stanley), one of the most powerful leaders on Wall Street. In a conversation with Mitch Barns, Carla shares how to authentically bring your whole self to work, how to find commonality in diversity and inclusion, why relationships matter in a career, and more. No matter where you are at on your leadership journey, Carla's wisdom will broaden your mind and encourage you.    

Today's motivation is for those who need to go fail at something. Audio Source: https://www.youtube.com/watch?v=ygibRq7YGGM&t=332s More about Carla: Carla Harris is Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley. She was Chair of the Morgan Stanley Foundation from 2005 to 2014, and sits on the boards of several community organizations. Quote of the Day: “You can't be what I call selectively motivated, where you can only work hard and smart when things are going well.” - Carla Harris Review Us on Apple Podcasts: https://podcasts.apple.com/us/podcast/motiv8-the-motivation-and-inspiration-podcast/id1505213616 Join me on Discord: https://discord.gg/YwuaacY9 --- Support this podcast: https://anchor.fm/motiv8/support

To succeed at work and advance your career, you need someone who will advocate for you. Who will be your champion? Carla Harris, Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, believes that a sponsor is the critical relationship in your career. Carla began her career on Wall Street at a time when few of her colleagues were African-American or women. She oversees Morgan Stanley's multicultural client strategy, helped build the company's Multicultural Innovation Lab, and was appointed by President Barack Obama to chair the National Women's Business Council. On this episode, Carla shares what she's learned about pathways to career success. Discover the difference between mentors and sponsors, how to get a sponsor, and why authenticity is your competitive advantage.

Vice-Chairman, Managing Director and Senior Client Advisor at Morgan Stanley, Carla Harris shares her insight on authenticity, the importance of taking risks, and the power of gratitude. To learn more about Carla Harris, visit https://premierespeakers.com/carla_harris Beyond Speaking is hosted by Brian Lord and produced by Eric Woodie

There are just 5 Black CEOs in the Fortune 500.1 And women of color hold less than 5% of board seats.2 How can companies increase representation and create leaders at all levels of an organization?On the third episode of a four-part mini-series on sustainability, Carla Harris discusses why diversity, equity and inclusion matters more than ever for companies and their workforces. Carla is a Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, an author, a podcast host and a gospel recording artist.Carla talks about how to find your calling, how Millennials and Gen Z are changing the workforce, and the untapped opportunity in investing in and hiring diverse talent across gender and communities of color.1. NPR (2021).2. Deloitte and the Alliance for Board Diversity, Missing Pieces Report: The 2018 Board Diversity Census of Women and Minorities on Fortune 500 Boards (2019).This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable and are not guaranteed as to accuracy or completeness. This material may contain 'forward looking' information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.In the U.S. and Canada, this material is intended for public distribution.This material is issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. 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In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances.In Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. 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We're back with another exciting episode of the Sales on the Rocks segment with me and JJ Russell, my Senior Client Advisor over at Sales Driven Agency. Today, we talked about value-based pricing, communicating your value effectively, and why you should never, ever, under any circumstance, ask your sales team or sales rep to take a backseat and stop selling.What's in Joey's glass: Chattanooga Whiskey Experimental Batch Limited Edition Single BarrelWhat's in JJ's glass: Knob Creek Small Batch 9 Year Bourbon This Cast Covers:Top reasons you should never tell a sales rep or sales team to slow down or pull back (03:06)What you can do instead of asking your sales team to slow down (04:35)Different levels you can pull in your agency that would not require your sales team to take a backseat but still equal or increase revenue - leads, win rate, client value (05:24)What are the signs you're overpricing yourself? (06:26)Understanding how value-based pricing affects the sales conversation (08:38)Why trying to grow your business by charging hourly is a foolish idea (10:43)The best way to communicate the impact and value you bring to your clients (11:57)Demonstrating your value clearly and effectively without using slides (13:14)Why you should know what's important to your customers (13:23)Why Joey dislikes slides and sales decks and what he suggests you do instead (14:19)The benefits of creating some type of impact proforma for clients (17:25)Joey's favorite sales phrase to use when the client is still caught up on price (18:13)Some of the best agency sales operations we've seen in the space (20:05)Joey is put on the hot seat and asked if he has ever encountered someone that he couldn't help (22:03)Funny story about Joey turning down a client at the last minute (24:14)Incentivizing your employee or sales rep to care first about the well-being of the team instead of their commission or short-term gain (28:18)Qualifying your leads the right way (31:34)Joey dives into the startup and shutdown routine (33:25)Why we should be maximizing for outcomes and not activities (36:33)The need to take care of yourself first as a sales representative, agency owner, or entrepreneur (39:57)What Joey enjoys most about sales and working with sales-driven agencies (43:20)Additional Resources:The Sales Driven AgencyThe Best Damn Agency MastermindConnect with JJ on Linkedin

Season 1, Episode 8The past year has brought about so many changes in the workplace – from working remotely to addressing systemic inequities. People who have never felt that they had a voice within an organization are suddenly being asked to offer their perspectives and ideas for “changing the system.” How can diverse professionals successfully navigate this evolving corporate environment, avoid pitfalls, and maximize their success? This week, my guest is Carla Harris, Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley. As a Black woman, Carla overcame many barriers on her way to becoming one of the most influential senior executives on Wall Street. In this episode, she shares her wisdom, insights, and advice for what it takes to advance, what it means to be authentic, and how to use this moment of “enlightenment” as an opportunity to have a voice and a seat at the table.Carla has been a huge influence in my life, so I am very excited to share our conversation with you! Carla Harris is Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley. In her 30-year career, Carla Harris has had extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial and healthcare sectors. In August 2013, she was appointed by President Barack Obama to chair the National Women's Business Council. Harris was named to Fortune Magazine's list of "The 50 Most Powerful Black Executives in Corporate America," US Banker's "Top 25 Most Powerful Women in Finance" (2009, 2010, 2011), Black Enterprise's "Top 75 Most Powerful Women in Business" (2017). She is the past chair of the board of the Morgan Stanley Foundation and of The Executive Leadership Council, and she is a member of the board of overseers of Harvard University and the board of directors of the Walmart Corporation. She's the author of the books Strategize to Win and Expect to Win.Carla's passion lies in helping others. She vowed that when she reached senior management and people came to her for advice, she would provide them with the tools, strategies, and pearls of wisdom honed by her own experience. “Carla's Pearls” have become the centerpiece for her many speeches and television appearances.Carla is also an accomplished a singer and has released three gospel albums, including Unceasing Praise, Joy Is Waiting, and Carla's First Christmas, which was featured on the CBS Evening News with Dan Rather. She has performed five sold-out concerts at Carnegie Hall. http://carlaspearls.com/ 

Increasingly, equity is finding its way into conversations, organizations, and acronyms across the world. But there’s a lot of noise, and many misconceptions, about what equity means and how it applies to organizations. As a result, many business leaders aren’t quite sure how to define, develop, or deploy the “E” in DE&I. In Season 4’s final episode, our panel helps you reduce some of the noise by following the science. NLI's Janet Stovall, Senior Client Advisor, is joined by Dr. Michaela Simpson, Senior Researcher, and Dr. Dominic Packer, Professor of Psychology, Lehigh University. Together they provide science-informed, applicable guidance to help solve systemic inequity and increase equity.

Welcome to More Than Profit Season 3! In this episode, Bryce talks with Robert Kim, Senior Client Advisor at The CapRock Group and TJ Abood, Chief Investment Officer at Access Ventures. The trio discuss the idea behind the theme of this season of More Than Profit: “Consciously Constructing More Dynamic Portfolios” They discuss the genesis of Access Ventures and how we have worked towards mission-alignment; how someone can think through matching their values with their investments; the difficulties related to benchmarking and measuring impact; and some of the specific ways individuals and organizations can work alongside mission-oriented funds to achieve a consciously-constructed portfolio. Join us for this kick-off conversation and learn more on this episode of More Than Profit, An Introduction to Conscious Construction With Robert Kim and TJ Abood. Learn more about our work at Access Ventures by downloading our Annual Report.

A powerful conversation between Kahilla council member, Harriette Cole, and inimitable leader, author, and singer Carla Harris on Carla's inspirational career history and insights into the lessons she's learned personally and professionally over time. Carla Harris is a Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. She formerly headed the Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries, and was responsible for Equity Private Placements. In her 30 year career, Ms. Harris has had extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. In August 2013, Carla Harris was appointed by President Barack Obama to chair the National Women's Business Council. For more than a decade, Ms. Harris was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi Automotive, and the $3.2 billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transactions in U.S. history. Ms. Harris was named to Fortune Magazine's list of “The 50 Most Powerful Black Executives in Corporate America”, Fortune's Most Influential List, U. S. Bankers Top 25 Most Powerful Women in Finance (2009, 2010, 2011), Black Enterprise's Top 75 Most Powerful Women in Business (2017), and “Top 75 African Americans on Wall Street”, and to Essence Magazine's list of “The 50 Women Who are Shaping the World”, Ebony's list of the Power 100 and “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men's Forum and in 2011 by the Yale Black Men's Forum. Lifestylist and branding coach Harriette Cole has devoted her career to supporting people as they build their dreams. For 20 years she has coached entertainers, entrepreneurs and business professionals to present their brands effectively, including entertainers Mary J. Blige, Alicia Keys, Erykah Badu, Carl Thomas, JoJo, Neon Hitch, Nico & Vinz and Andra Day; as well as corporate and not-for-profit professionals such as ZenithOptimedia, MoxieInteractive, Digitas, IPG Mediabrands, BET Networks, the National Urban League, Bank of America and Lockheed Martin. For 15 years Cole has written the nationally syndicated advice column, Sense & Sensitivity. She has penned 7 books, including the bestselling Jumping the Broom: The African American Wedding Planner, How to Be, Choosing Truth, and 108 stitches: words we live by. Cole executive produces and hosts a weekly video series, The Root Live: Bring it to the Table, presented by Prudential. Harriette has been a contributor to the Today Show for more than a decade. In 2016 Cole launched an inspirational and educational initiative, DREAMLEAPERS, which is a multi-pronged engagement designed to help people access and activate their dreams. Cole co-executive produced a television special about Prince that was nominated for an NAACP Award. Cole started her career at ESSENCE magazine where she served as Contemporary Living Editor and Fashion Director. She was founding Editorial Director of UPTOWN magazine, editor of American Legacy Woman, and creative director and Editor-in-Chief of EBONY. This podcast was previously recorded in January 2020 for our live community. If you would like to attend live recordings, please reach out to info@kahilla.com

We close Season 3 of Your Brain at Work with our two performance gurus, Barbara Steel, the head of our performance practice, and Rob Ollander-Krane, a Senior Client Advisor at NLI who will review some of the biggest trends of 2020. From the underrated—but absolutely vital— check-in conversation, to the role bias plays in performance management, and performance management’s impact on broader talent strategy, we look back on the trends and lessons of 2020, and look ahead to what organizations should prioritize in 2021.

Morgan Stanley's Carla Harris (Vice Chair, Managing Director and Senior Client Advisor) joins BNY Mellon's Akash Shah (Head of Strategy and Global Client Management) and Madison Gray (Senior Specialist, Compliance Governance and Risk Architecture) on our latest podcast, where they discuss the need for a more diverse and inclusive workforce to improve innovation and to attract top talent. Carla also shares her passion for bringing one's authentic self to the workplace to enhance company culture and create competitive advantage, as well as how taking risks and even making mistakes can be used to one's own advantage for career progression.

I interviewed Mark Roellig | Senior Client Advisor at Perkins Coie on Friday, June 26th, 2020. We discussed several topics such as: Embracing Self-awareness  Surrounding Yourself with Diverse People & Perspectives What General Counsel look for?  The Value of an MBA  Training People to Leave Streamlining the Interview Process People that Come to Win vs. to Play Board Advice  Adding Value to Your Team  Career Advice for Those Stuck What Do Lawyers Really Bring? The Evolution of In-House Counsel Recommended Biographies _______________________________________________ Give Feedback Please share your feedback for the show, who I should interview, and the topics that interest you right now.  _______________________________________________ Links referred to in this episode: Mark Roellig | Perkins Coie Profile Mark Roellig | LinkedIn Profile National Law Journal | America's 50 Outstanding General Counsel 2016 Ethisphere | 2016 Attorneys Who Matter List ACC Docket | Leadership Lessons: Mark Roellig Reflects on 45 Years of Working Charlie Russ | Mentor Profile Walter Issacson | The Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution Nancy Koehn | Forged in Crisis: The Power of Courageous Leadership in Turbulent Times Pia Flanagan | Chief of Staff to the CEO at MassMutual Dominic Blue | Head of Strategy Planning & Delivery at MassMutual   Brian Garner | Editor in Chief of Black's Law Dictionary | Twitter Account Charles Craver | George Washington Professor Patricia Diaz Dennis | Former Commissioner of the Dept. of Labor Jim Collins | Good to Great: Why Some Companies Make the Leap & Others Don't Eric Schmidt | How Google Works

Representative Michael Waltz, a Republican from Florida, discusses Trump's prospects in the battleground state. Peter Tchir, Academy Securities Head of Macro Strategy, remains bearish on the dollar. Robert Doll, Nuveen Chief Equity Strategist, discusses what a Democratic sweep could mean for the markets. Carla Harris, Morgan Stanley Vice Chairman and Senior Client Advisor, shares strategies for closing the funding and opportunity gap. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Representative Michael Waltz, a Republican from Florida, discusses Trump's prospects in the battleground state. Peter Tchir, Academy Securities Head of Macro Strategy, remains bearish on the dollar. Robert Doll, Nuveen Chief Equity Strategist, discusses what a Democratic sweep could mean for the markets. Carla Harris, Morgan Stanley Vice Chairman and Senior Client Advisor, shares strategies for closing the funding and opportunity gap.

How can corporate America champion women and people of color? Carla Harris is a Vice Chairman, Managing Director and Senior Client Advisor at Morgan Stanley. She joins Janice Ellig to share her experience reshaping Wall Street and boardrooms to advance women and people of color.tags: women, leadership, business, diversity, black, color, race, advancement, leadership, corporate, america, job, career, advice, story, janice ellig, carla harris

Join us for a very special conversation between Nook council member, Harriette Cole, and the inimitable leader, author, and singer Carla Harris that covers Carla's inspirational career history and offers insights into the lessons she's learned personally and professionally over time. Carla Harris is a Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. She formerly headed the Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries, and was responsible for Equity Private Placements. In her 30 year career, Ms. Harris has had extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. In August 2013, Carla Harris was appointed by President Barack Obama to chair the National Women's Business Council. For more than a decade, Ms. Harris was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi Automotive, and the $3.2 billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transactions in U.S. history. Ms. Harris was named to Fortune Magazine's list of “The 50 Most Powerful Black Executives in Corporate America”, Fortune's Most Influential List, U. S. Bankers Top 25 Most Powerful Women in Finance (2009, 2010, 2011), Black Enterprise's Top 75 Most Powerful Women in Business (2017), and “Top 75 African Americans on Wall Street”, and to Essence Magazine's list of “The 50 Women Who are Shaping the World”, Ebony's list of the Power 100 and “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men's Forum and in 2011 by the Yale Black Men's Forum. Lifestylist and branding coach Harriette Cole has devoted her career to supporting people as they build their dreams. For 20 years she has coached entertainers, entrepreneurs and business professionals to present their brands effectively, including entertainers Mary J. Blige, Alicia Keys, Erykah Badu, Carl Thomas, JoJo, Neon Hitch, Nico & Vinz and Andra Day; as well as corporate and not-for-profit professionals such as ZenithOptimedia, MoxieInteractive, Digitas, IPG Mediabrands, BET Networks, the National Urban League, Bank of America and Lockheed Martin. For 15 years Cole has written the nationally syndicated advice column, Sense & Sensitivity. She has penned 7 books, including the bestselling Jumping the Broom: The African American Wedding Planner, How to Be, Choosing Truth, and 108 stitches: words we live by. Cole executive produces and hosts a weekly video series, The Root Live: Bring it to the Table, presented by Prudential. Harriette has been a contributor to the Today Show for more than a decade. In 2016 Cole launched an inspirational and educational initiative, DREAMLEAPERS, which is a multi-pronged engagement designed to help people access and activate their dreams. Cole co-executive produced a television special about Prince that was nominated for an NAACP Award. Cole started her career at ESSENCE magazine where she served as Contemporary Living Editor and Fashion Director. She was founding Editorial Director of UPTOWN magazine, editor of American Legacy Woman, and creative director and Editor-in-Chief of EBONY. This podcast was previously recorded in January 2020 and feels as relevant today as it did then.

Carla Harris is an influential leader, public speaker, and an accomplished gospel singer. She has been a force on Wall Street for over 20 years where she is currently Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley Investment Management. Carla was named to Fortune Magazine's list of “The 50 Most Powerful Black Executives in Corporate America.” In 2013, she was appointed by President Barack Obama to chair the National Women's Business Council. Carla is also the author of the books Strategize to Win and Expect to Win.

Carla Harris is an influential leader, public speaker, and an accomplished gospel singer. She has been a force on Wall Street for over 20 years where she is currently Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley Investment Management. Carla was named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America.” In 2013, she was appointed by President Barack Obama to chair the National Women’s Business Council. Carla is also the author of the books Strategize to Win and Expect to Win.

Carla Harris is Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is also an inspiration, a role model and a disruptor in the Financial Services industry. In her experience, people’s perception of you is the co-pilot to your reality and success. Carla believes we all have the power to change how we’re perceived. One of her first big professional mistakes: thinking she had to put her head down, get the work done and not ask any questions. She now knows that all mistakes are simply a matter of not knowing. Carla touches on what to do as a woman on a board, how to gain early exposure and experience, and the value of a network. Listen in!

In this episode, Gloria welcomes business expert, singer, author, and speaker, Carla Harris. Carla is a Vice Chairman, Managing Director and Senior Client Advisor at Morgan Stanley. However, her true passion lies with helping women achieve their business goals and objectives. Carla talks about her three pearls of wisdom which include, authenticity, risk-taking, and perception. Carla and Gloria also share their thoughts on the importance of building horizontal and vertical relationships while Carla expounds on the meaning of relationship currency. This episode is brought to you by Alex Soldier jewelry. Go to www.TakeTheLeadWomen.com for more resources for you and your organization. More Links Mentioned: Find more resources at www.TakeTheLeadWomen.com/podcast/001 Gloria Feldt’s Website – https://gloriafeldt.com/ Gloria Feldt’s Twitter – @GloriaFeldt https://twitter.com/GloriaFeldt Gloria Feldt’s Instagram – @gloriafeldt https://www.instagram.com/gloriafeldt/ Take The Lead Website – https://www.taketheleadwomen.com/ Take The Lead Twitter – @takeleadwomen https://twitter.com/takeleadwomen?lang=en Take The Lead Facebook – https://www.facebook.com/TakeTheLeadWomen/ Take The Lead LinkedIn – https://www.linkedin.com/company/take-the-lead-women/ Take The Lead Instagram- https://www.instagram.com/takeleadwomen Carla’s Twitter – @carlaannharris https://twitter.com/carlaannharris?lang=en Carla’s Facebook – https://www.facebook.com/CarlaAnnHarris/ Carla’s Instagram – @carlaannharris https://www.instagram.com/carlaannharris/?hl=en Carla’s Website – https://carlaspearls.com/ Books Mentioned on the Podcast: Strategize to Win: The New Way to Start Out, Step Up, or Start Over in Your Career Expect to Win: 10 Proven Strategies for Thriving in the Workplace

Carla Harris has been a force on Wall Street for over 20 years where she is currently a Managing Director in the Institutional Advisory Group at Morgan Stanley Investment Management. Carla was named to Fortune Magazine's list of "The 50 Most Powerful Black Executives in Corporate America," and in this episode of Framework Leadership, she shares with Kent Ingle on how having no excuses helped her succeed in life and in faith.   To connect with Kent Ingle: www.kentingle.com Twitter: @kentingle Facebook: https://www.facebook.com/kent.ingle/

Carla Harris has been a force on Wall Street for over 20 years where she is currently a Managing Director in the Institutional Advisory Group at Morgan Stanley Investment Management. Carla was named to Fortune Magazine's list of "The 50 Most Powerful Black Executives in Corporate America," and in this episode of Framework Leadership, she shares with Kent Ingle on how having no excuses helped her succeed in life and in faith.   To connect with Kent Ingle: www.kentingle.com Twitter: @kentingle Facebook: https://www.facebook.com/kent.ingle/

Sydney Lynn - Restaurant Solutions INC - @RSIoperations - San Diego, CA Podcast recorded live above the butcher shop at Valley Farm Market in Spring Valley, California. Subscribe to Behind The Smoke on YouTube Subscribe to Behind The Smoke on iTunes Summary Sydney Lynn is the Senior Client Advisor at Restaurant Solution Inc. RSI helps small businesses maximize profits by educating their clients on efficient restaurant operations. How RSI’s proprietary restaurant accounting and management system Lester comes with the full support of industry-specific specialists. Sydney breaks down the dollar in sales and explains the impact each cent has on your overall operations. Tracking the weekly behavior of your business to give a more accurate picture of what the bottom line looks like and the ways it can benefit your restaurant. The mistakes restaurant owners make: not having enough operating capital, not understanding margins, lack of staff education, etc. Links Mentioned in this Episode: Restaurant Solutions, INC Website - https://restaurantaccountingservices.com/   Twitter - https://twitter.com/RSIoperations Instagram - https://www.instagram.com/restaurant_solutions_inc/ Facebook - https://www.facebook.com/RestaurantSolutionsInc LinkedIn - https://www.linkedin.com/company/restaurant-solutions-inc-/ YouTube - https://www.youtube.com/c/RestacctNetRSIOperations Mentions Restaurant Owner - www.RestaurantOwner.com Prime Cost: How to Control the Most Important Number on Your P&L Shawn Walchef’s Digital Panel RSI Appearance: RSI Digital Panel - Everything You Need to Know About Professional Level Services in the Restaurant Weekly Social Shout Out: @mandosbbq Winner of a sexy new #BehindTheSmoke Mug! Be sure to tag “@bbqwarstories” in all your #BehindTheSmoke photos and interact with the podcast on social for your chance to win. Remember...if we can’t tag you then we can’t pimp you. Shareable Quotes: “We really invest in our clients and knowledge is key to that investment.” {10:23} - Sydney Lynn “Cash doesn’t always equal profit. That’s something I think new operators really need to understand.” {13:20} - Sydney Lynn “I find it interesting how many restaurant operators are not aware of what’s actually happening within their four walls.” {25:46} - Sydney Lynn “Just show appreciation and treat people like humans. That will go so much further than being a dick to them.” {33:27} - Derek Marso “There’s one thing that we all love and that’s hospitality. People love to get taken care of.” {48:00} - Shawn Walchef Get in Touch: Email the Show: BehindTheSmoke@CaliComfortBBQ.com Write Us a Review on iTunes Shawn P. Walchef - @shawnpwalchef  on Twitter Derek Marso - @marsoderek on Twitter Cory Wagner - @iamcorywagner on Twitter Bryan Abou Chacra - @kinglordbryan on Twitter Behind The Smoke Media Website - http://www.behindthesmokemedia.com/ Instagram - https://www.instagram.com/bbqwarstories/ Twitter - https://twitter.com/bbqwarstories/ Facebook - https://www.facebook.com/bbqwarstories/ Valley Farm Market 6902 La Jolla Blvd, La Jolla, CA 92037 Website - https://valleyfarmmarkets.com/ Instagram - https://www.instagram.com/valleyfarmmarket_lajolla Facebook - https://www.facebook.com/valleyfarmmarketlajolla/ Email - derek@valleyfarmmarkets.com 9040 Campo Road, Spring Valley, CA 91977 Website - www.valleyfarmmarkets.com Instagram - https://www.instagram.com/valleyfarmmarket/ Twitter - https://twitter.com/valleyfarmarket Facebook - https://www.facebook.com/valleyfarmmarketSD/ Cali Comfort BBQ 8910 Troy Street, Spring Valley, CA 91977 Website - www.calicomfortbbq.com Instagram - http://www.instagram.com/calicomfortbbq/ Twitter - http://www.twitter.com/calicomfort Facebook - https://www.facebook.com/calicomfortbbq/ YouTube - https://www.youtube.com/user/CaliComfortBBQ/

Carla Harris is not only the Vice Chairman of Global Wealth Management and Senior Client Advisor at Morgan Stanley, but also chairs the National Women’s Business Council, is a world-renowned gospel singer, and a published author. Her journey has been unique and inspiring. Listen now for her insights on relationships, risk-taking, and the importance of being authentic.

Carla Harris is a Vice Chairman, Global Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley. She has extensive industry experience in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. For more than a decade, Carla was a senior member of the equity syndicate desk and executed initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Digitas, and others. She is also the author of two influential books: Expect to Win and the soon-to-be-available Strategize to Win. Carla has been featured in Fortune’s “The Most Powerful Black Executives in Corporate America” and “The Most Influential List” as well as Black Enterprise magazine’s “Top 75 African Americans on Wall Street” and “Top 75 Most Powerful Women in Business” among others. In August 2013, President Obama appointed Ms. Harris as the chairperson of the National Women’s Business Council.

Carla Harris is a Vice Chairman, Global Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley. She has extensive industry experience in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. For more than a decade, Carla was a senior member of the equity syndicate desk and executed initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Digitas, and others. She is also the author of two influential books: Expect to Win and the soon-to-be-available Strategize to Win. Carla has been featured in Fortune’s “The Most Powerful Black Executives in Corporate America” and “The Most Influential List” as well as Black Enterprise magazine’s “Top 75 African Americans on Wall Street” and “Top 75 Most Powerful Women in Business” among others. In August 2013, President Obama appointed Ms. Harris as the chairperson of the National Women’s Business Council.

Carla Harris is a Vice Chairman, Global Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley. She has extensive industry experience in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. For more than a decade, Carla was a senior member of the equity syndicate desk and executed initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Digitas, and others. She is also the author of two influential books: Expect to Win and the soon-to-be-available Strategize to Win. Carla has been featured in Fortune’s “The Most Powerful Black Executives in Corporate America” and “The Most Influential List” as well as Black Enterprise magazine’s “Top 75 African Americans on Wall Street” and “Top 75 Most Powerful Women in Business” among others. In August 2013, President Obama appointed Ms. Harris as the chairperson of the National Women’s Business Council.